+559.1%
SCHD vs TRMB
+221.9%
+337.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | 0.0% | -0.8% |
| 7D | -1.1% | -0.3% | -0.9% | -1.1% |
| 30D | +1.5% | -1.2% | +2.7% | +1.7% |
| 3M | +7.4% | +9.6% | -2.2% | +4.6% |
| 6M | +12.4% | -16.1% | +28.5% | +16.7% |
| YTD | +27.5% | -25.0% | +52.5% | +35.8% |
| 1Y | +30.0% | -27.7% | +57.7% | +39.4% |
| 3Y | +56.5% | +15.3% | +41.2% | +45.8% |
| 5Y | +60.7% | -37.4% | +98.1% | +71.1% |
| 10Y | +237.8% | +117.5% | +120.3% | +162.2% |
| All | +559.1% | +221.9% | +337.2% | +325.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded TRMB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling